Leads Management

Customer Success Advisor
Customer Success Advisor
  • Updated

Leads management is an important part of successfully managing your Hub. There are 3 ways leads come into your Hub: 1. through your Referral Campaign 2. self-registration 3. the "Contact Form".

You may view all leads by going to Members>Leads. From there, you can instantly see the lead source and click on the individual profile for more information.

 

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1. Referrals

When a lead comes in through your Referral Campaign, you are able to manage it from Users>Leads or by going directly to your Referral History under Manage>Referrals. Please click here for full details on analyzing referral shares and new leads.

 

2. Self-registration

On your micro-site under "Register" there is an option that says "I never received a number or code". If this option is clicked, the system will ask the person a few questions to find out more about who they are and why they are registering. 

 

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Existing member- Sometimes it is someone who is already a member of your program who has simply forgotten how to log in. In which case, when you see this lead profile, you may delete or merge into their existing account. 

 

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Parent- It could be a parent who is trying to link their children together. If so, convert them to a member and ensure they are tagged appropriately. Here are the steps for linking family members. 

 

Lead- It could be a genuine lead. Great! Please go ahead and convert them to a member and tag them as a "Future Patient". Reach out to schedule a consultation and once they come in, all you'll have to do is update their tag! (Note- if you have an integration with your practice management software, the system should recognize the account and prevent duplicates. If you experience issues, please email us at support@practicegenius.com).

 

3. Contact Form

There is a "Contact Us" section on your microsite meant for new patient inquiries. Please treat these leads the same as self-registered leads.

 

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Converting a lead

Click the name of the lead you would like to convert. 

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Click the "Convert to Member" button on the left side of the lead's profile.

 

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Click "Confirm" once you have reviewed all the information.

 

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After the lead is converted, their profile will say "Member" at the top left, and the "Convert to Member" button will no longer be visible in the button list below. 

 

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Manually adding a lead

There are times when it makes sense to manually add a lead into the Hub from an event or a message received outside of the Hub. From the Leads page simply click "Add Lead".

 

It’s a good idea to add in as much information as you can, but the only required fields are: 

  • First Name
  • Last Name
  • Status Tag

Click "Add Lead" to see their profile!

 

Adding a lead source to an existing member profile

You may always add a lead source to an existing member by going to their Profile tab and clicking the "Add Lead Source" button and choosing from the dropdown list. 

 

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